Fan-favorite guest Andrew Horowitz, founder and president of Horowitz & Company and host of The Disciplined Investor podcast, is back for a wide-ranging conversation about the current environment. We discuss why the markets are due for a bounce higher… what actions (if any) the Fed should take to control inflation… why bear markets cause good companies to sell off… the future of the metaverse… and more. In this episode: Why the markets are due for a bounce [1:40] This is the worst Fed in rec...
Apr 28, 2022•44 min•Season 1Ep. 887
Earnings season for the first quarter (Q1) of 2022 is underway… And as we battle with the bear market, the results are shedding light on what we can expect for the rest of the year. Today, we highlight the latest reports from Alphabet (GOOGL) and Microsoft (MSFT)—and the incredible opportunity we're seeing in these big tech names. We also explain what Visa's (V) results indicate about the possibility of a near-term global recession… and how to manage your expectations during a bear market. In th...
Apr 27, 2022•34 min•Season 1Ep. 886
Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: https://twitter.com/frankcurzio Facebook:. https://w...
Apr 26, 2022•36 min•Season 1Ep. 885
Bitcoin influencer and host of Coin Stories Natalie Brunell joins the show today to discuss all things Bitcoin. She shares her journey from award-winning journalist to Bitcoin enthusiast… what she's learned from interviewing brilliant guests… and a recap of the Bitcoin 2022 conference in Miami. She also explains the benefits of regulation… whether she likes any altcoins… and why a central banking coin is a terrible idea. In this episode: Why journalist Natalie Brunell turned to Bitcoin [1:40] Wh...
Apr 21, 2022•27 min•Season 1Ep. 884
Streaming giant Netflix (NFLX) is down nearly 40% after reporting dismal quarterly earnings. Daniel and I go over the numbers… whether the stock is a buy at current levels… what these results say about the streaming business in general… and why we'll see other companies suffer similarly bad results this quarter. We also cover how the metaverse will solve the internet's biggest problems. In this episode: Breakdown of Netflix's 30%-plus plunge [1:05] Why the steaming business is getting harder [3:...
Apr 20, 2022•32 min•Season 1Ep. 883
Earnings season is about to kick into high gear. I highlight the most important data to look for… and what companies need to do to beat Wall Street expectations. Next, I dig into the ongoing drama surrounding Elon Musk and Twitter… how our free speech is in jeopardy… and the best-case scenario for Twitter shareholders. Plus, my latest thoughts on the Fed's losing battle vs. inflation. In this episode: What to focus on this earnings season [0:20] The beef between billionaires and free speech [4:4...
Apr 19, 2022•32 min•Season 1Ep. 882
Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: https://twitter.com/frankcurzio Facebook:. https://w...
Apr 14, 2022•33 min•Season 1Ep. 881
FIrst quarter (Q1) earnings season is underway—and the results are in for Delta (DAL), JPMorgan (JPM), and Blackrock (BLK). On today's show, we cover the earnings… whether any of these companies are buys… and the enormous influence and power of asset managers like Blackrock. And turning to crypto, Daniel highlights last week's Bitcoin conference in Miami—including Peter Thiel's "Bitcoin public enemies" list… which includes the CEOs of 2 of the above companies. But Warren Buffett makes the top of...
Apr 13, 2022•36 min•Season 1Ep. 880
Guys, the latest data has me f***ing scared. Today, I break down the alarming numbers I'm seeing around inflation and interest rates—and how to protect your portfolio… and set yourself up to profit. I'm also nervous about the slowing growth out of China. I highlight the chaotic COVID lockdowns in Shanghai… how they'll impact global supply chains… and how China's economic woes foreshadow bad news for the U.S. It's a scary market for investors. That's why tomorrow, I'm releasing an urgent briefing...
Apr 12, 2022•30 min•Season 1Ep. 879
Today's podcast is all about oil. With gasoline prices soaring over $4 per gallon across much of the U.S., lawmakers are blaming Big Oil. Yesterday, oil company executives were called to testify on Capitol Hill… and essentially accused of gouging consumers. On today's show, we break down the hearing… the argument over federal drilling leases… and the simple solution for rising prices at the pump. We also explain how to cut through the divisive political grandstanding… and profit from the U.S. go...
Apr 07, 2022•30 min•Season 1Ep. 878
I'm back from my incredible trip to the NCAA Men's Basketball Championship game… On today's show, I break down Elon Musk's Twitter (TWTR) skakeup—including whether the stock is a buy… and if Donald Trump will be allowed back on the platform anytime soon. Daniel and I also discuss the fundamental shift taking place in cryptocurrencies… Why billions of dollars will continue to flow into the space… And why everyone should have some crypto exposure. Speaking of which, Crypto Intelligence members can...
Apr 06, 2022•33 min•Season 1Ep. 877
Frank is traveling, leaving me (Daniel Creech) behind the mic today to discuss the headlines… I break down what recent actions by Russia's central bank say about commodity prices… why the Russian ruble recovered all its losses following the invasion of Ukraine… how future sanctions will impact commodities like oil, gas, and gold… and how individual investors can profit as the global financial system undergoes massive changes. On a more lighthearted note, I explain what Elon Musk's latest move sa...
Apr 05, 2022•23 min•Season 1Ep. 876
Ken Falcon, Esq., managing partner at Falcon Rappaport & Berkman PLLC, joins me to discuss digital assets from a lawyer's perspective—and how his firm serves clients in the space. He also explains why President Biden's executive order is a watershed moment for cryptos. Finally, as the metaverse continues to attract massive capital, Ken explains why digital real estate has his attention. Inside this episode: How Ken first got involved in crypto [4:05] Why Biden's crypto EO is a watershed mome...
Mar 31, 2022•42 min•Season 1Ep. 875
The U.S. Treasury yield curve just inverted for the first time since 2019. On today's show, I break down this warning sign from the bond market… Plus, Daniel and I share a few of our favorite sectors for a slowing economy… and a strategy to take advantage of market volatility and the rally in growth stocks. Finally, we cover several headlines in the crypto space—from the huge hack of Axie Infinity… to coming regulations, which will be game-changing for the space. Inside this episode: Don't fear ...
Mar 30, 2022•38 min•Season 1Ep. 874
In today's episode, I break down the opportunity created by the combination of inflation and rising interest rates. And I reveal the two sectors I'm personally buying to take advantage of this unique environment. Next, I highlight the new era developing in the crypto space… and explain the risks investors need to take in order to make a fortune over the long term. Now is a great time to start building a crypto portfolio. If you're looking for some guidance, take advantage of my limited-time offe...
Mar 29, 2022•29 min•Season 1Ep. 873
The 30-year mortgage rate is up significantly in the last couple of weeks. On today's show, I break down how rising mortgage payments impact not only housing but the overall economy… and the one group of stocks that will benefit. I'm calling this the "new growth sector." Just yesterday, Curzio Venture Opportunities members received one of my favorite plays on this massive opportunity. Daniel and l also cover oil prices… the clean energy market… what to watch for next earnings season… and Carl Ic...
Mar 24, 2022•37 min•Season 1Ep. 872
The Federal Reserve is driving me crazy… A week after raising interest rates for the first time since 2018 by a measly 0.25%. Fed Chair Jerome Powell is trying to sound tough on inflation. But Daniel offers a different perspective… [0:35] The Fed needs to get its act together right away. I explain what it must do to keep inflation from getting completely out of hand. [7:40] Large-cap China stocks have rallied hard off their lows over the last week. Daniel highlights what's behind the move… and w...
Mar 23, 2022•41 min•Season 1Ep. 871
I kick off today with March Madness… and some of the best matchups for the rest of the tournament. Speaking of basketball… I just got back from my daughter's first traveling tournament. I shed some light on the increasing travel demand I'm seeing. [0:17] We all know inflation is causing prices to rise everywhere… And we should be prepared for them to soar even higher. [5:12] The Fed recently raised interest rates for the first time since 2018… but it remains well behind the curve fighting inflat...
Mar 22, 2022•36 min•Season 1Ep. 870
It's one of my favorite days of the year, as the NCAA men's basketball tournament kicks off today. More on that later… [0:30] First-time guest Lark Davis, crypto investor and mega-influencer, shares why he decided to quit his job as an English teacher and go all in on finance… and some great advice for new crypto investors. [3:10] President Biden recently signed a broad executive order regarding digital assets. Lark explains how it will impact the crypto sector. [9:55] Next, non-fungible tokens ...
Mar 17, 2022•46 min•Ep. 869
The Federal Reserve wraps up its March meeting today and Chair Jerome Powell is expected to announce the first interest rate hike since 2018. Daniel gives his take on how the Fed should move forward from here… and why the volatility in oil gives the Fed some wiggle room. [0:30] The Fed is so far behind the curve on fighting inflation, it's a joke at this point… And if it doesn't take a certain set of actions… we'll end up seeing 10% inflation this year—or higher. [4:00] Next, we dive into an eth...
Mar 16, 2022•43 min•Season 1Ep. 868
March Madness is almost here! Today's podcast starts with my predictions… Some comments on Tom Brady's "unretirement"… and the unlucky fan who bought his final touchdown ball earlier this week. [0:20] Volatility is raging in 2022… I explain why the "superbull" market of recent years is over… and why the current environment is like nothing we've ever seen before. [1:45] The bull market in SPACs and meme stocks is dead… I highlight how younger investors are getting crushed in this market… and the ...
Mar 15, 2022•39 min•Season 1Ep. 867
Amir Adnani, founder, president, and CEO of Uranium Energy Corp. (UEC), is back on the podcast to discuss the bull market in commodities. Uranium prices are surging as the Russian-Ukraine war continues. Amir gives his take on the changing landscape for energy markets… why uranium is critical to our national security… and how UEC is positioned to benefit from higher uranium prices. [0:30] Speaking of which… Uranium prices are currently around $50 per pound… But Amir explains why we could quickly ...
Mar 10, 2022•38 min•Season 1Ep. 866
I, Daniel, am leading the show today… and this episode is all about Russia. [0:30] JPMorgan and Goldman Sachs are catching the attention of politicians such as Elizabeth Warren over trading Russian bonds… I break down why—despite the bad perception for Wall Street—these banks aren't breaking any sanctions. [2:35] But what about Main Street? Should individual investors have the option to invest in Russia? [7:25] Several of the world's largest and most successful brands are cutting ties to Russia—...
Mar 09, 2022•26 min•Season 1Ep. 865
We're in a crisis unlike any other in recent memory. I break down the massive volatility amid the Russia-Ukraine war… and the Fed's plans to raise interest rates. [0:30] Meanwhile, politics are helping send oil prices rocketing higher. Prepare for a rant... The situation goes to show how much—and how quickly—government policies can change the market landscape… as we've seen since Biden replaced Trump in office. [5:00] And there are several simple solutions to high oil prices the government is ig...
Mar 08, 2022•42 min•Ep. 864
Listener favorite Harris "Kuppy" Kupperman, chief investment officer at Praetorian Capital and author of Kuppy's Event Driven Monitor (KEDM), is back on the show today. We kick it off with a discussion of the economic sanctions placed on Russia. Are they enough, and what about the risks to global businesses? Kuppy explains why the situation could lead to Lehman Brothers-scale bankruptcies outside of Russia. [2:30] One beneficiary of the market uncertainty is oil. Listen as Kuppy breaks down why ...
Mar 03, 2022•40 min•Season 1Ep. 863
President Biden delivered his first State of the Union address last night. Daniel shares what he thought Biden did well… while I focus on what upset me about the speech—and what politicians could learn from Mike Tyson. [0:45] Of course, much of the address centered on Russia's invasion of Ukraine. Daniel and I discuss the economic sanctions against Russia… whether they're working as planned… and how the war will impact energy prices. [9:53] Fed Chair Jerome Powell announced plans to raise intere...
Mar 02, 2022•40 min•Season 1Ep. 862
I've spent a ton of time on the road lately for… gymnastics. My daughter's competitions have given me a front-row seat on some impressive athletes… and some made-for-TV drama. [0:30] I share a few observations from my travels—including a bullish sign for Disney (DIS)... and how interest rate hike fears appear to be impacting the Florida housing market. [3:40] A big unknown right now is whether we'll see any economic fallout from the Russia sanctions. I explain the war's effects on two critical m...
Mar 01, 2022•37 min•Season 1Ep. 861
Biotech Kodiak Sciences (KOD) plunged 80% in one day after a major drug trial setback. In today's episode, we focus on why this company captivated Wall Street… and what investors can learn from the selloff. [1:45] I've been following Kodiak for a while… We once bought and sold it for a gain in Curzio Venture Opportunities. Even recently, the Baker Brothers—some of the best biotech investors—were buying heavily. [3:40] But this week… the Phase 3 study for its most exciting drug missed expectation...
Feb 24, 2022•36 min•Season 1Ep. 860
Daniel's back in the office and I rib him about taking a sick day… the day before his birthday! [0:30] Markets continue to be volatile around the Russia-Ukraine conflict. We discuss Russia's latest "peacekeeping missions"... and why Biden's sanctions will actually help the Kremlin. [2:45] I point out the huge difference in public perception between Russia and China… and why the U.S. (wrongly) takes a different approach in its dealings with these two countries. [7:50] Hopefully the Russia-Ukraine...
Feb 23, 2022•37 min•Season 1Ep. 859
I just came back from Baltimore, where I recorded a new special report I'm excited to share with you… how to make an absolute fortune from future government policies. [0:17] The Russia-Ukraine crisis is creating tons of market volatility and uncertainty—but this will be a short-term problem for investors. [4:00] I call out Europe for talking a big game against Russia… without any serious consequences. I also call out Germany and Great Britain for their weak actions in the conflict. [5:57] Why Ru...
Feb 22, 2022•29 min•Season 1Ep. 858
